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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Hartford Schroder Intl Multi Val A (SIDVX) has a 1.09% expense ratio and 0.7% management fee. SIDVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.67% over the last five years, this fund clearly wins.
JPMorgan Large Cap Growth C (OLGCX - Free Report) is a stand out amongst its peers. OLGCX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With five-year annualized performance of 11.04%, expense ratio of 1.44% and management fee of 0.45%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen Quant SMid-Cap Eq R6 (TSMWX). Expense ratio: 0.43%. Management fee: 0.42%. Five year annual return: 11.9%. TSMWX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.
View the Zacks #1 Rank List
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3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The easiest, most reliable way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. The Zacks Mutual Fund Rank, which covers over 19,000 mutual funds, has helped us identify three outstanding options that are perfect for any long-term investors' portfolios that is retirement-focused.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Hartford Schroder Intl Multi Val A (SIDVX) has a 1.09% expense ratio and 0.7% management fee. SIDVX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With yearly returns of 13.67% over the last five years, this fund clearly wins.
JPMorgan Large Cap Growth C (OLGCX - Free Report) is a stand out amongst its peers. OLGCX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With five-year annualized performance of 11.04%, expense ratio of 1.44% and management fee of 0.45%, this diversified fund is an attractive buy with a strong history of performance.
Nuveen Quant SMid-Cap Eq R6 (TSMWX). Expense ratio: 0.43%. Management fee: 0.42%. Five year annual return: 11.9%. TSMWX is a Small Cap Blend mutual fund, and usually targets stocks with market caps of less than $2 billion, letting investors diversify their funds among other kinds of small-cap equities.
These examples highlight the fact that there are some astonishingly good mutual funds out there. If your advisor has you in the good ones, bravo! If not, you may need to have a talk.